Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SEJONG LLP2+ years Service code 10 · EIN 01-0754454 | Accounting | $17,460 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,497 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST CO. Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: MESIROW FINANCIAL INV. MGMT. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22 |
Service code 27 · EIN 61-1370293 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,752 | $63,905+59.2% | $74,183+37.2% | $57,658+76.5% |
| Participation rate | 99.4% | 79.8%+19.7pp | 76.6%+22.8pp | 70.2%+29.2pp |
| Annual return | 6.89% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $5,194 | $1,840+182.2% | $2,370+119.2% | $1,974+163.2% |
| Participant deferral / active EE | $8,436 | $3,448+144.6% | $3,550+137.7% | $3,061+175.6% |
| Admin fee / account holder | $36 | $91-60.6% | $5,586-99.4% | $95-62.1% |